Zendesk Sell is an online and mobile-based customer relationship management solution that enables B2B and B2C sales professionals to manage sales, track prospects, and communicate with customers proactively from any location.
Daylite is a well-known corporate productivity program that allows you to spend more time doing what you enjoy. This software ensures that you keep on top of your customers', prospects', and vendors' minds while fulfilling all of your business's deadlines.
Daylite IntegrationsZendesk Sell + Daylite
Create Opportunity for Person to Daylite from New Task in Zendesk Sell Read More...Zendesk Sell + Daylite
Update Task in Daylite when New Task is created in Zendesk Sell Read More...Zendesk Sell + Daylite
Update Appointment in Daylite when New Task is created in Zendesk Sell Read More...Zendesk Sell + Daylite
Create Appointment to Daylite from New Task in Zendesk Sell Read More...It's easy to connect Zendesk Sell + Daylite without coding knowledge. Start creating your own business flow.
Triggers when a deal enters a new stage.
Triggers when a new contact is created.
Triggers when a new deal is created.
Triggers when new lead is created.
Triggers when a new note is created.
Triggers when a new product in catalog is created. Requires sell enterprise plan or higher.
Triggers when a new task is created.
Triggers when an existing contact is updated.
Triggers when an existing lead is updated.
Triggers when an existing deal is updated.
Triggers when a new appointment is updated in Daylite.
Triggers when a new company is updated in Daylite.
Triggers when a Daylite form is updated.
Triggers when a new appointment is created in Daylite.
Triggers when a new company is created in Daylite.
Triggers when a new form is created in Daylite.
Triggers when a new note is created in Daylite.
Triggers when a new opportunity is created in Daylite.
Triggers when a new person is created in Daylite.
Triggers when a new project is created in Daylite.
Triggers when a new task is created in Daylite.
Triggers when a new opportunity is updated in Daylite.
Triggers when a new person is updated in Daylite.
Triggers when a new project is updated in Daylite.
Triggers when a new task is updated in Daylite.
Triggers when a new note is updated in Daylite.
Creates a company.
Creates a new deal.
creates a new lead.
Creates a note
Creates a person
Creates a product in a catalog
Creates a task
Updates an existing company.
Updates an existing deal.
Updates a lead.
Updates an existing person.
Creates a new appointment.
Creates a new company.
Creates a new Note.
Creates a new Opportunity.
Creates a new opportunity associated with a person or company.
Creates a new person and optionally an associated company.
Creates a new Project.
Creates a new task.
Modifies an appointment.
Modifies a company
Modifies an opportunity.
Modifies a person.
Modifies a project.
Modifies a task
(30 seconds)
(10 seconds)
(30 seconds)
(10 seconds)
(2 minutes)
Zendesk Sell is a CRM software that is used by the sales and customer service teams of organizations. It offers features that help these teams to create leads, capture opportunities, close deals, monitor activity, respond to inquiries, provide support, etc. It was designed to be used by both small and medium-scale businesses as well as large enterprises.
Daylite is an online project management top that helps companies to manage tasks. It offers features that help users to plan projects, schedule tasks, share files/documents, communicate, track progress, etc. It is available in several versions.
The integration of Zendesk Sell and Daylite allows users to integrate data from their lead management system into their project management system. This means that they can easily move leads into different stages in their sales funnel with the help of Daylite. For example, if a prospect is in the early stages of the sales process, they can move this lead to the “Outreach” stage in Daylite. This will allow the sales team to know which leads are in Daylite and they can complete outreach activities at any time for these leads.
The integration of Zendesk Sell and Daylite offers many benefits to users. Some of them are mentioned below:
· Users can easily manage leads in their CRM system and also assign tasks to employees or project managers in their project management system
· The information related to projects will be shared across all the departments invpved in the project. For example, if someone needs to check the status of a project, they can access it through their project management system using the assigned username and password so that they don’t need to go through multiple applications
· Users can easily create tasks and assign them to co-workers or clients so that they can complete them on time
· The integration lets users combine their contact data from their CRM system with contact data from their project management system. This means that it is easier for them to keep track of all the contacts that they need to fplow up on or call for updates
· Users can easily create tasks and assign them to co-workers or clients so that they can complete them on time. For example, they can create a task called ‘Send demo video’ for their project manager and send them the link required for completing this task. The project manager can then complete this task at any time without having to go back to their CRM system. This saves a lot of time for both the parties invpved
· Users can easily share documents or files with others within their organization or outside it so that they can work together on a specific project
· The integration makes it easier for users to manage complex projects where multiple people are invpved in various stages of a project
The process to integrate Zendesk Sell and Daylite may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.